Alan, the founder of Century Financial Planning, began working as a Financial Consultant in 1991 with one of the major high street banks, progressing to the position of Senior Financial Planning Consultant and then Field Manager. After leaving the bank, Alan took a management position with a large Life Assurance Company, where he remained until 1999, when leaving to set up Century Financial Planning Independent Financial Advisers. Alan has specialist knowledge in the complex area of investment planning.
Alan is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Alan lives with his partner Sheona and their son Kyle. He enjoys playing golf and is a life long Tottenham fan.
Chartered Financial Planner
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Advanced Diploma Level
G20 – Personal Investment Planning
AF1 – Personal Trust and Tax Planning
AF4 – Investment Planning
AF5 – Financial Planning Process
AF7 – Pension Transfers
MAQ – Mortgage Advice Qualification
J01 – Personal Taxation
J02 – Trusts
J06 – Investment Principles
J07 – Supervision in a regulated environment
J08 – Financial Planning Practice
R08 – Pensions Update
FPC – Financial Planning Certificate
ER1 – Equity Release
CF8 – Long Term Care